Purchases and Sales Made in Q1 2023 in Mfs Charter Income Trust (MCR)
This table provides information about the institutional ownership of Mfs Charter Income Trust (MCR) during Q1 2023. The information is specifically focused on institutions that hold shares of MFS CHARTER INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
104K+ 1.31% |
$637K - $710K
|
8.01M
$50.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
39.6K+ 8.92% |
$244K - $272K
|
484K
$3.03M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.7K+ 2.66% |
$170K - $190K
|
1.07M
$6.69M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$93.3K - $104K
|
15.2K
$95K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.43K+ 2.09% |
$51.8K - $57.8K
|
411K
$2.58M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.04K+ 160.82% |
$49.5K - $55.2K
|
13K
$81.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.77K+ 12.89% |
$23.2K - $25.9K
|
33K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.08K+ 0.74% |
$12.8K - $14.3K
|
282K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.82K+ 1.2% |
$11.2K - $12.5K
|
153K
$956K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.24K+ 4.77% |
$7.63K - $8.51K
|
27.2K
$170K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
779+ 1.64% |
$4.79K - $5.34K
|
48.3K
$302K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
412+ 0.94% |
$2.53K - $2.83K
|
44.4K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
401+ 2.99% |
$2.47K - $2.75K
|
13.8K
$86.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
250New |
$1.54K - $1.72K
|
250
$1.57K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
216+ 2.07% |
$1.33K - $1.48K
|
10.7K
$66.8K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
119+ 0.16% |
$732 - $816
|
74.6K
$467K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
114+ 0.51% |
$701 - $782
|
22.3K
$140K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17+ 0.13% |
$105 - $117
|
13.2K
$82.9K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.01% |
$80 - $89.2
|
130K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-88Closed |
$541 - $604
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-145- 24.17% |
$892 - $995
|
455
$2.85K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-174- 0.15% |
$1.07K - $1.19K
|
119K
$746K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-818- 0.36% |
$5.03K - $5.61K
|
227K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-828- 2.09% |
$5.09K - $5.68K
|
38.9K
$243K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-884- 3.66% |
$5.44K - $6.06K
|
23.3K
$146K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-985- 1.85% |
$6.06K - $6.76K
|
52.3K
$327K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.3K- 8.2% |
$8K - $8.92K
|
14.5K
$91.1K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.7K- 9.55% |
$10.5K - $11.7K
|
16.1K
$101K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.35K- 4.94% |
$20.6K - $23K
|
64.5K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.16K- 4.44% |
$25.6K - $28.6K
|
89.6K
$561K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.17K- 8.78% |
$25.6K - $28.6K
|
43.3K
$271K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.75K- 24.54% |
$41.5K - $46.3K
|
20.8K
$130K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.3K- 4.71% |
$44.9K - $50.1K
|
148K
$924K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.7K- 14.63% |
$47.3K - $52.8K
|
44.9K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.3K- 99.28% |
$57.2K - $63.8K
|
67
$419
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 37.98% |
$75.4K - $84.1K
|
20K
$125K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.7K- 22.18% |
$109K - $121K
|
62K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-19.3K- 6.52% |
$119K - $132K
|
277K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29.3K- 6.58% |
$180K - $201K
|
416K
$2.6M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-36K- 63.44% |
$221K - $247K
|
20.7K
$130K
|